Reliable Independent Chartered Financial Adviser In Cross Heath

When it comes to managing your finances, small things can have a huge impact. Allow ClearPlan Financial Services LTD to create a plan to improve your finances today.

Why Choose Us?

Some of the reasons why we should be your 1st choice

Chartered Financial Planner

ClearPlan Financial Services Ltd’s advice is provided by Michael Meech who is a Chartered Financial Planner. He has also achieved FCII (Fellowship of the Chartered Insurance Institute) accreditation. Michael is a fully qualified financial adviser in Cross Heath and was also selected in the top 35 under 35’s Rising Stars of 2016 by the Citywire New Model Adviser.

Creating A Path For Your Future Financial Security

In today’s volatile financial environment, we’ll have to consider financial planning. Change is continuous, both in terms of the legislative environment and the financial markets, which beyond doubt has presented more options and freedom for all of us. The increased choices and flexibilities available have nevertheless increased the complexity of making the right financial decisions for you at the right time in your lives. Misinterpretation of the financial rules governing your options can lead to innocent, costly and often irrevocable mistakes. The need for clear and honest financial advice has never been greater. Whilst everyone’s financial situation is different, one thing we all want is to make the most out of our hard-earned money. At ClearPlan Financial Services Ltd, we help individuals, businesses, charities and trusts in creating an adaptable financial plan, delivering financial freedom and security through informed decision making and professional financial advice in Cross Heath .

Our Services

As a financial adviser in Cross Heath , we offer the following services

Retriment Planning

Providing pre and post retirement planning advice

Investment Planning

Want to create an investment portfolio

Tax Planning

Structure your financial affairs such that it work efficiently

Financial Planning

Providing advice on cashflow & financial planning

Estate Planning

Choose ClearPlan Financial Services Ltd for advice on estate planning

Wealth Planning

Trust our chartered Financial Planners to manage your wealth

Creating A Path For Your Future Financial Security

Michael has helped me come to a better understanding of my finances, a subject that I have always found daunting. He has explained things to me in a very professional straightforward and very patient manner. I feel that Michael has a genuine interest in my circumstances and takes in the ‘whole picture’. I am grateful for his knowledge, integrity and honesty, nothing is too much trouble for him and I feel that my future finance is in save hands. Thank you Michael

Anne, Bollington



Looking For A Reputable, Chartered Independent Financial Adviser in Cross Heath ?

Some of the reasons why we should be your 1st choice

ClearPlan Financial Services Ltd

101 Newcastle Road,
CW12 4HL

08000 449 550

07778 841 007